New York Fed President John Williams said supply of AI equipment may need more than two years to meet demand. He said that shortage could put more upward pressure on inflation. Cointelegraph reported the remarks on Oct 14, 2026.
Williams made the comments while repeating a view he already held: the US Federal Reserve may have to raise interest rates one more time this year. The report does not say when that increase could happen or how large it could be.
The report does not say which AI equipment is in short supply. It also gives no figure for how much the shortage could add to inflation. It does not say whether other Fed officials agree with Williams.
For someone already holding a perpetual position on Bitget, Bybit, MEXC or OKX, this changes nothing directly. A speech does not change any exchange's trading fees or funding formula. Funding payments are still set by each exchange's own calculation, and the remarks alone do not move them.
Source: cointelegraph — Fed’s Williams sees AI supply squeeze lasting beyond 2 years